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CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A.
Employer identification number (EIN):223321233
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SANFORD J. GIPS, MD
0022016-01-01SANFORD J. GIPS, MD
0022015-01-01SANFORD J. GIPS, MD
0022014-01-01SANFORD J. GIPS, MD
0022013-01-01SANFORD J. GIPS, MD
0022012-01-01SANFORD J. GIPS, MD
0022011-01-01JOSH GINSBERG
0022009-01-01SANFORD J. GIPS SANFORD J. GIPS2010-10-15

Plan Statistics for CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01235
Total number of active participants reported on line 7a of the Form 55002023-01-01175
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-0145
Total of all active and inactive participants2023-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01226
Number of participants with account balances2023-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01173
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01219
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01257
Total number of active participants reported on line 7a of the Form 55002021-01-01162
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01221
Number of participants with account balances2021-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-01169
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01245
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01226
Number of participants with account balances2019-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01209
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01175
Number of participants with account balances2015-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01175
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01187
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01177
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,990,283
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,833,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,794,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,295,857
Value of total assets at end of year2023-12-31$60,231,453
Value of total assets at beginning of year2023-12-31$57,074,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,302
Total interest from all sources2023-12-31$6,339
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,037,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,037,681
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,295,857
Participant contributions at end of year2023-12-31$113,074
Participant contributions at beginning of year2023-12-31$104,777
Assets. Other investments not covered elsewhere at end of year2023-12-31$30,798,018
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$30,693,584
Other income not declared elsewhere2023-12-31$1,152,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,156,462
Value of net assets at end of year (total assets less liabilities)2023-12-31$60,231,453
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,074,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$28,634,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,755,748
Interest on participant loans2023-12-31$6,339
Value of interest in common/collective trusts at end of year2023-12-31$685,586
Value of interest in common/collective trusts at beginning of year2023-12-31$998,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,469,678
Net investment gain or loss from common/collective trusts2023-12-31$28,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$1,522,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,794,519
Contract administrator fees2023-12-31$23,922
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MARCUM LLP
Accountancy firm EIN2023-12-31110986323
2022 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,449,164
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$929,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$903,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,686,172
Value of total assets at end of year2022-12-31$57,074,991
Value of total assets at beginning of year2022-12-31$65,453,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,773
Total interest from all sources2022-12-31$4,236
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,067,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,067,809
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,162,569
Participant contributions at end of year2022-12-31$104,777
Participant contributions at beginning of year2022-12-31$121,221
Assets. Other investments not covered elsewhere at end of year2022-12-31$30,693,584
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$34,985,622
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$967
Other income not declared elsewhere2022-12-31$-5,255,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,378,623
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,074,991
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,453,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,755,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,989,292
Interest on participant loans2022-12-31$4,236
Value of interest in common/collective trusts at end of year2022-12-31$998,246
Value of interest in common/collective trusts at beginning of year2022-12-31$931,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,975,603
Net investment gain or loss from common/collective trusts2022-12-31$24,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,522,636
Employer contributions (assets) at end of year2022-12-31$1,522,636
Employer contributions (assets) at beginning of year2022-12-31$1,425,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$903,686
Contract administrator fees2022-12-31$25,773
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31110986323
2021 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,909,497
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$462,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$433,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,524,455
Value of total assets at end of year2021-12-31$65,453,614
Value of total assets at beginning of year2021-12-31$57,006,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,736
Total interest from all sources2021-12-31$4,047
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,742,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,742,579
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,048,544
Participant contributions at end of year2021-12-31$121,221
Participant contributions at beginning of year2021-12-31$57,694
Assets. Other investments not covered elsewhere at end of year2021-12-31$34,985,622
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$31,128,255
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,000
Other income not declared elsewhere2021-12-31$2,701,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,447,054
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,453,614
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,006,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,989,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,637,728
Interest on participant loans2021-12-31$4,047
Value of interest in common/collective trusts at end of year2021-12-31$931,568
Value of interest in common/collective trusts at beginning of year2021-12-31$823,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,919,780
Net investment gain or loss from common/collective trusts2021-12-31$17,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,425,911
Employer contributions (assets) at end of year2021-12-31$1,425,911
Employer contributions (assets) at beginning of year2021-12-31$1,359,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$433,707
Contract administrator fees2021-12-31$28,736
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRIEDMAN LLP
Accountancy firm EIN2021-12-31131610809
2020 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,810,661
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,624,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,611,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,336,668
Value of total assets at end of year2020-12-31$57,006,560
Value of total assets at beginning of year2020-12-31$47,820,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,624
Total interest from all sources2020-12-31$6,226
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$961,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$961,527
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$976,899
Participant contributions at end of year2020-12-31$57,694
Participant contributions at beginning of year2020-12-31$117,547
Assets. Other investments not covered elsewhere at end of year2020-12-31$31,128,255
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$25,656,411
Other income not declared elsewhere2020-12-31$4,137,932
Administrative expenses (other) incurred2020-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,185,698
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,006,560
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,820,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,637,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,883,482
Interest on participant loans2020-12-31$6,226
Value of interest in common/collective trusts at end of year2020-12-31$823,114
Value of interest in common/collective trusts at beginning of year2020-12-31$818,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,351,030
Net investment gain or loss from common/collective trusts2020-12-31$17,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,359,769
Employer contributions (assets) at end of year2020-12-31$1,359,769
Employer contributions (assets) at beginning of year2020-12-31$1,345,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,611,339
Contract administrator fees2020-12-31$12,191
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIEDMAN LLP
Accountancy firm EIN2020-12-31131610809
2019 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,836,489
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$847,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$807,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,359,412
Value of total assets at end of year2019-12-31$47,820,862
Value of total assets at beginning of year2019-12-31$38,832,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,618
Total interest from all sources2019-12-31$4,397
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,021,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,021,549
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$975,851
Participant contributions at end of year2019-12-31$117,547
Participant contributions at beginning of year2019-12-31$76,793
Assets. Other investments not covered elsewhere at end of year2019-12-31$25,656,411
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$21,390,747
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,170
Other income not declared elsewhere2019-12-31$2,601,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,988,685
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,820,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,832,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,883,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,356,031
Interest on participant loans2019-12-31$4,397
Value of interest in common/collective trusts at end of year2019-12-31$818,031
Value of interest in common/collective trusts at beginning of year2019-12-31$684,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,832,838
Net investment gain or loss from common/collective trusts2019-12-31$16,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,345,391
Employer contributions (assets) at end of year2019-12-31$1,345,391
Employer contributions (assets) at beginning of year2019-12-31$1,323,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$807,186
Contract administrator fees2019-12-31$27,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRIEDMAN LLP
Accountancy firm EIN2019-12-31131610809
2018 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-321,653
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,352,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,327,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,352,286
Value of total assets at end of year2018-12-31$38,832,177
Value of total assets at beginning of year2018-12-31$41,506,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,594
Total interest from all sources2018-12-31$4,359
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,433,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,433,514
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$927,827
Participant contributions at end of year2018-12-31$76,793
Participant contributions at beginning of year2018-12-31$127,868
Assets. Other investments not covered elsewhere at end of year2018-12-31$21,390,747
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$20,991,485
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,589
Other income not declared elsewhere2018-12-31$-1,778,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,674,278
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,832,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,506,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,356,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,259,755
Interest on participant loans2018-12-31$4,359
Value of interest in common/collective trusts at end of year2018-12-31$684,736
Value of interest in common/collective trusts at beginning of year2018-12-31$1,883,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,359,661
Net investment gain or loss from common/collective trusts2018-12-31$26,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,323,870
Employer contributions (assets) at end of year2018-12-31$1,323,870
Employer contributions (assets) at beginning of year2018-12-31$1,244,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,327,031
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRIEDMAN LLP
Accountancy firm EIN2018-12-31131610809
2017 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,313,733
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,025,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$841,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,128,958
Value of total assets at end of year2017-12-31$41,506,455
Value of total assets at beginning of year2017-12-31$34,218,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$183,655
Total interest from all sources2017-12-31$6,644
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,117,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,117,927
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$876,221
Participant contributions at end of year2017-12-31$127,868
Participant contributions at beginning of year2017-12-31$175,156
Assets. Other investments not covered elsewhere at end of year2017-12-31$20,991,485
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,333,585
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,644
Other income not declared elsewhere2017-12-31$3,293,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,288,397
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,506,455
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,218,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$168,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,259,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,070,433
Interest on participant loans2017-12-31$6,644
Value of interest in common/collective trusts at end of year2017-12-31$1,883,254
Value of interest in common/collective trusts at beginning of year2017-12-31$1,448,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,737,151
Net investment gain or loss from common/collective trusts2017-12-31$29,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,244,093
Employer contributions (assets) at end of year2017-12-31$1,244,093
Employer contributions (assets) at beginning of year2017-12-31$1,190,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$841,681
Contract administrator fees2017-12-31$14,707
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRIEDMAN LLP
Accountancy firm EIN2017-12-31131610809
2016 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,818,607
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$760,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$551,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,986,898
Value of total assets at end of year2016-12-31$34,218,058
Value of total assets at beginning of year2016-12-31$32,159,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,468
Total interest from all sources2016-12-31$8,893
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$544,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$544,142
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$769,588
Participant contributions at end of year2016-12-31$175,156
Participant contributions at beginning of year2016-12-31$230,009
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,333,585
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,434,718
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,226
Other income not declared elsewhere2016-12-31$-93,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,058,488
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,218,058
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,159,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$190,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,070,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,445,880
Interest on participant loans2016-12-31$8,893
Value of interest in common/collective trusts at end of year2016-12-31$1,448,800
Value of interest in common/collective trusts at beginning of year2016-12-31$896,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$358,438
Net investment gain or loss from common/collective trusts2016-12-31$13,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,190,084
Employer contributions (assets) at end of year2016-12-31$1,190,084
Employer contributions (assets) at beginning of year2016-12-31$1,152,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$551,651
Contract administrator fees2016-12-31$17,963
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRIEDMAN LLP
Accountancy firm EIN2016-12-31131610809
2015 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,153,831
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$547,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$340,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,140,464
Value of total assets at end of year2015-12-31$32,159,570
Value of total assets at beginning of year2015-12-31$31,553,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$206,518
Total interest from all sources2015-12-31$10,419
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$899,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$899,805
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$734,295
Participant contributions at end of year2015-12-31$230,009
Participant contributions at beginning of year2015-12-31$268,339
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,434,718
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,520,299
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$253,957
Other income not declared elsewhere2015-12-31$-816,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$606,523
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,159,570
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,553,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$165,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,445,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,952,531
Interest on participant loans2015-12-31$10,419
Value of interest in common/collective trusts at end of year2015-12-31$896,751
Value of interest in common/collective trusts at beginning of year2015-12-31$699,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,089,950
Net investment gain or loss from common/collective trusts2015-12-31$9,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,152,212
Employer contributions (assets) at end of year2015-12-31$1,152,212
Employer contributions (assets) at beginning of year2015-12-31$1,112,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$340,790
Contract administrator fees2015-12-31$40,528
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRIEDMAN LLP
Accountancy firm EIN2015-12-31131610809
2014 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,168
Total income from all sources (including contributions)2014-12-31$2,119,466
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$549,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$378,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,885,195
Value of total assets at end of year2014-12-31$31,553,047
Value of total assets at beginning of year2014-12-31$29,986,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$170,880
Total interest from all sources2014-12-31$10,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,084,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,084,877
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$729,273
Participant contributions at end of year2014-12-31$268,339
Participant contributions at beginning of year2014-12-31$206,214
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,520,299
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,556,969
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,168
Other income not declared elsewhere2014-12-31$-398,217
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,569,893
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,553,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,983,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$150,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,952,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,235,895
Interest on participant loans2014-12-31$10,884
Value of interest in common/collective trusts at end of year2014-12-31$699,066
Value of interest in common/collective trusts at beginning of year2014-12-31$836,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-472,806
Net investment gain or loss from common/collective trusts2014-12-31$9,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,112,812
Employer contributions (assets) at end of year2014-12-31$1,112,812
Employer contributions (assets) at beginning of year2014-12-31$1,150,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$378,693
Contract administrator fees2014-12-31$20,210
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRIEDMAN LLP
Accountancy firm EIN2014-12-31131610809
2013 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,866
Total income from all sources (including contributions)2013-12-31$6,311,606
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$600,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$457,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,915,842
Value of total assets at end of year2013-12-31$29,986,322
Value of total assets at beginning of year2013-12-31$24,275,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,399
Total interest from all sources2013-12-31$8,253
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$699,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$699,083
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$733,480
Participant contributions at end of year2013-12-31$206,214
Participant contributions at beginning of year2013-12-31$211,470
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,556,969
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,258,950
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,866
Other income not declared elsewhere2013-12-31$1,915,407
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$2,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,710,864
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,983,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,272,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$134,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,235,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,277,514
Interest on participant loans2013-12-31$8,253
Value of interest in common/collective trusts at end of year2013-12-31$836,560
Value of interest in common/collective trusts at beginning of year2013-12-31$1,369,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,757,554
Net investment gain or loss from common/collective trusts2013-12-31$15,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,150,684
Employer contributions (assets) at end of year2013-12-31$1,150,684
Employer contributions (assets) at beginning of year2013-12-31$1,155,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$457,343
Contract administrator fees2013-12-31$9,115
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRIEDMAN LLP
Accountancy firm EIN2013-12-31131610809
2012 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,533
Total income from all sources (including contributions)2012-12-31$4,467,774
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$502,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$349,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,884,128
Value of total assets at end of year2012-12-31$24,275,156
Value of total assets at beginning of year2012-12-31$20,323,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$152,568
Total interest from all sources2012-12-31$8,200
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$165,543
Administrative expenses professional fees incurred2012-12-31$12,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$703,224
Participant contributions at end of year2012-12-31$211,470
Participant contributions at beginning of year2012-12-31$179,081
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,258,950
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,991,657
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,693
Other income not declared elsewhere2012-12-31$1,333,550
Total non interest bearing cash at end of year2012-12-31$2,914
Total non interest bearing cash at beginning of year2012-12-31$14,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,965,290
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,272,290
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,307,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$115,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,277,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,584,433
Interest on participant loans2012-12-31$8,200
Value of interest in common/collective trusts at end of year2012-12-31$1,369,071
Value of interest in common/collective trusts at beginning of year2012-12-31$1,379,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,030,242
Net investment gain or loss from common/collective trusts2012-12-31$46,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,155,237
Employer contributions (assets) at end of year2012-12-31$1,155,237
Employer contributions (assets) at beginning of year2012-12-31$1,174,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$349,916
Contract administrator fees2012-12-31$24,602
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$13,840
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCELSI & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31223664819
2011 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,006
Total income from all sources (including contributions)2011-12-31$1,284,715
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$456,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$316,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,871,437
Value of total assets at end of year2011-12-31$20,323,533
Value of total assets at beginning of year2011-12-31$19,502,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$140,346
Total interest from all sources2011-12-31$5,233
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$168,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$168,262
Administrative expenses professional fees incurred2011-12-31$23,618
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$664,671
Participant contributions at end of year2011-12-31$179,081
Participant contributions at beginning of year2011-12-31$105,804
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,991,657
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$9,108,219
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$23,006
Other income not declared elsewhere2011-12-31$-225,922
Total non interest bearing cash at end of year2011-12-31$14,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$827,956
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,307,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,479,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$102,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,584,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,007,244
Interest on participant loans2011-12-31$5,233
Value of interest in common/collective trusts at end of year2011-12-31$1,379,383
Value of interest in common/collective trusts at beginning of year2011-12-31$1,239,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-593,068
Net investment gain or loss from common/collective trusts2011-12-31$58,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,174,882
Employer contributions (assets) at end of year2011-12-31$1,174,882
Employer contributions (assets) at beginning of year2011-12-31$1,037,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$316,413
Contract administrator fees2011-12-31$13,791
Liabilities. Value of benefit claims payable at end of year2011-12-31$13,840
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCELSI & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31223664819
2010 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$164,313
Total income from all sources (including contributions)2010-12-31$3,576,700
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$738,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$633,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,688,988
Value of total assets at end of year2010-12-31$19,502,050
Value of total assets at beginning of year2010-12-31$16,804,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$105,178
Total interest from all sources2010-12-31$1,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$142,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$142,316
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$645,757
Participant contributions at end of year2010-12-31$105,804
Participant contributions at beginning of year2010-12-31$28,613
Assets. Other investments not covered elsewhere at end of year2010-12-31$9,108,219
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,944,145
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$152,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$23,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$164,313
Other income not declared elsewhere2010-12-31$837,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,838,445
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,479,044
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,640,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$102,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,007,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,564,568
Interest on participant loans2010-12-31$1,895
Value of interest in common/collective trusts at end of year2010-12-31$1,239,869
Value of interest in common/collective trusts at beginning of year2010-12-31$1,040,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$856,083
Net investment gain or loss from common/collective trusts2010-12-31$50,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,037,662
Employer contributions (assets) at end of year2010-12-31$1,037,662
Employer contributions (assets) at beginning of year2010-12-31$1,075,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$633,077
Contract administrator fees2010-12-31$3,080
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURNS EGAN BYRNE, PA
Accountancy firm EIN2010-12-31223412798
2009 : CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN

2023: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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